See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,167 | $99,985-69.8% | $146,665-79.4% | $85,850-64.9% |
| Participation rate | 92.5% | 73.1%+19.4pp | 80.1%+12.4pp | 69.3%+23.1pp |
| Annual return | 15.47% | 18.93%-3.5pp | 22.74%-7.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,160 | $2,559-15.6% | $4,136-47.8% | $2,565-15.8% |
| Participant deferral / active EE | $4,510 | $4,006+12.6% | $5,506-18.1% | $3,952+14.1% |
| Admin fee / account holder | $4,376 | $7,702-43.2% | $10,280-57.4% | $6,260-30.1% |